Earnings: Micron FY25 Q4
Posted inEarnings Update

Earnings: Micron FY25 Q4

closed out FY25 with a strong Q4, beating expectations on both revenue and earnings. Revenue hit a record $11.3 billion, topping the $11.15 billion consensus, while EPS came in at…
The Week Ahead: Week of 9/22-9/26
Posted inMarket Commentary

The Week Ahead: Week of 9/22-9/26

Markets have entered a quieter stretch for earnings, leaving economic data as the primary driver of direction. Rate-sensitive stocks rallied following last week’s Fed decision, and that momentum could extend…
Retrospective: Week of 9/15-9/19
Posted inMarket Commentary

Retrospective: Week of 9/15-9/19

Macro Events & News The Federal Reserve lowered short-term interest rates by 25 basis points, citing recent weakness in the labor market as a key factor behind the move. Fed…
The Week Ahead: Week of 9/15-9/19
Posted inMarket Commentary

The Week Ahead: Week of 9/15-9/19

Earnings season is essentially over, leaving the focus on the Federal Reserve’s September policy meeting. Markets expect a 25-basis-point rate cut, though a 50-point move is possible after weaker labor…
Retrospective: Week of 9/8-9/12
Posted inMarket Commentary

Retrospective: Week of 9/8-9/12

Macro Events & News Markets traded higher this week ahead of the Federal Reserve’s September 16–17 policy meeting, where investors expect more clarity on the path of interest rates. Technology…
Earnings: Adobe Inc FY25 Q3
Posted inEarnings Update

Earnings: Adobe Inc FY25 Q3

Adobe Inc (NASDAQ:ADBE) eported better-than-expected FY25 Q3 results, beating revenue and earnings estimates and raising full-year guidance for both. The company also reached its $250 million ARR goal for AI-first…
Earnings: GameStop Corp FY25 Q2
Posted inEarnings Update

Earnings: GameStop Corp FY25 Q2

GameStop Corp. (NYSE:GME) delivered a strong Q2, beating both revenue and earnings estimates with $972.2 million in revenue and $0.25 in EPS. Hardware sales were a standout, rising more than…
The Week Ahead: Week of 9/8-9/12
Posted inMarket Commentary

The Week Ahead: Week of 9/8-9/12

There are a handful of earnings reports this week that could draw investor attention. Oracle Corporation (NYSE:ORCL), increasingly positioning itself as a major player in cloud and AI, will report…
Retrospective: Week of 9/1-9/5
Posted inMarket Commentary

Retrospective: Week of 9/1-9/5

Macro Events & News Equities traded with little conviction for most of the holiday-shortened week. Big tech saw a strong rally after Google and parent company Alphabet (NASDAQ:GOOG) secured a…
Earnings: Salesforce FY26 Q2
Posted inEarnings Update

Earnings: Salesforce FY26 Q2

Salesforce Inc (NYSE:CRM) delivered solid FY26 Q2 results, exceeding expectations with $10.24 billion in revenue and $2.91 in EPS. Subscription revenue grew at a modest pace, with strength across geographies,…